MCC

Money Concepts Capital Portfolio holdings

AUM $1.62B
1-Year Est. Return 17.87%
This Quarter Est. Return
1 Year Est. Return
+17.87%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.77B
AUM Growth
+$591M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,833
New
Increased
Reduced
Closed

Top Buys

1 +$56.2M
2 +$26.3M
3 +$23.7M
4
USFR icon
WisdomTree Floating Rate Treasury Fund
USFR
+$19.2M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$15.4M

Sector Composition

1 Technology 9.06%
2 Healthcare 6.89%
3 Consumer Staples 5.01%
4 Consumer Discretionary 4.05%
5 Industrials 3.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1626
$19K ﹤0.01%
+2,255
1627
$19K ﹤0.01%
+109
1628
$19K ﹤0.01%
+1,000
1629
$19K ﹤0.01%
+306
1630
$19K ﹤0.01%
+527
1631
$19K ﹤0.01%
427
+130
1632
$19K ﹤0.01%
+1,345
1633
$19K ﹤0.01%
+365
1634
$19K ﹤0.01%
+668
1635
$19K ﹤0.01%
140
-1,031
1636
$19K ﹤0.01%
+4,800
1637
$19K ﹤0.01%
261
-18,627
1638
$19K ﹤0.01%
+42
1639
$19K ﹤0.01%
+106
1640
$19K ﹤0.01%
+1,000
1641
$19K ﹤0.01%
+1,700
1642
$19K ﹤0.01%
+585
1643
$19K ﹤0.01%
+256
1644
$18K ﹤0.01%
+296
1645
$18K ﹤0.01%
+154
1646
$18K ﹤0.01%
+438
1647
$18K ﹤0.01%
+869
1648
$18K ﹤0.01%
+342
1649
$18K ﹤0.01%
+872
1650
$18K ﹤0.01%
+550